Tea with a Trustee 23 July 2020

28th July, 2020

  • 30 minute webinar with our accredited professional trustees to hear our perspective on:

    • What it feels like to receive advice as a trustee from different firms or from different people at the same firm;
    • Pitching the level of the advice when working with a professional trustee;
    • Our experience of how trustees run tender exercises for pension schemes.

    Chris Roberts and Vassos Vassou led this webinar.

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    • Published bySusan McFarlane

      Susan leads the marketing function for Dalriada Trustees Limited, and our sister company, Spence & Partners.Ā  The marketing team handles all promotional activity for the companies including business development, marketing, events and PR. Susan joined the business in January 2013, having...

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